See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,478 | $117,983-76.7% | $101,794-73.0% | $142,382-80.7% |
| Participation rate | 82.4% | 74.2%+8.1pp | 69.2%+13.2pp | 80.1%+2.2pp |
| Annual return | 28.35% | 36.92%-8.6pp | 30.53%-2.2pp | 217.08%-188.7pp |
| Employer contribution / active EE | $2,819 | $2,773+1.7% | $2,289+23.1% | $4,299-34.4% |
| Participant deferral / active EE | $6,982 | $4,714+48.1% | $4,084+71.0% | $6,507+7.3% |
| Admin fee / account holder | $165 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |